Client Checkin Duties

• Greet the Client.
• Verify the client's name, address, and contact info on the referral form.
  • Note on the referral form that information is correct or which items need to be updated.
• Write vehicle/truck size on the whiteboard and the green check-in sheet.
• Determine if the vehicle is empty. If not:
  • Make sure that the shopper knows this and adjusts the available space accordingly.  For example, if the truck is 1/2 full, the shopper must stop adding items when they hit 35% instead of the usual 70%.
• Give the client a Target gift card and record the card # on the green check-in sheet.
• Review the list of shoppers and determine which shopper is available. Assign a shopper and write the shopper’s name on the whiteboard.
• Explain bonus items to the client and give the client a bag to shop for these items.
  • Ask the client to take these items to their vehicle before meeting with their shopper.
  • If the shopper is ready, the bonus items can be shopped for at the end of their visit.
• Introduce the client to their assigned shopper.
• Put an orange tag with the client’s name on the back of their vehicle.